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Xero Integration

Chris Kartsakalis
  • Updated

Xero Payroll API Integration

 

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Introduction

Xero integration with BundyPlus Live allows you to directly import/export employee timesheet payable timesheet data to streamline your payroll process.


What does BundyPlus Live have access to?

The dataflow between both systems:

mceclip0.png

BundyPlus Live will have access to:

  • View and Manage:
    • Timesheets
  • View:
    • Employees
    • Pay runs
    • Payroll Settings
    • Organisation settings

 

What does this Integration do?

This integration will allow payroll admin users to export employee payable hours directly into Xero. Thus removing the requirement of manual data entry. Approval of times and payable hours are first completed in BundyPlus Live before exporting and creating the employee timesheet in Xero. The final step of the process is to approve employee timesheets in Xero for payroll.

 

How do i connect my BundyPlus Live account to my Xero account?

We will need to connect the two systems by connecting BundyPlus Live as an App to your Xero Account.
You can view your Connected apps here.

Requirements:

  • Xero account with Payroll Admin permissions
  • Xero employees requirements:
    • Be assigned to a 'Pay Calendar'
    • Have an active default earnings rate (Found in Employee > Pay template tab in Xero)
    • Have a unique email address in their Xero employee profile.

Connecting to Xero

  1. In BundyPlus, Go to Settings > Integrations > Disabled tab > Click on 'Xero'
  2. Click YES to configure the integration now.
    EnableXeroIntegration.png
  3. Click on the Enable Checkbox
  4. Click on the 'Connect to Xero' button
  5. Log in to your Xero Account
    Note: This step may be skipped if you are already logged into Xero on a seperate tab.
  6. Select your Xero organisation
  7. Click on the 'Allow Access' button
    ChooseCompanyOrgAndAllow.png
  8. Confirm you have successfully integrated with Xero by checking the selected organisation.
    ConfirmOrganisation.png

You have now successfully integrated Xero with BundyPlus Live.

Creating your payrun and synchronising data

  1. Go to Settings > Payruns
  2. Click Add Payrun
  3. Name your Payrun (Example: Xero/Full Time/Casual etc)
  4. Select your Pay Cycle (Weekly/Fortnightly/Monthly)
  5. Select your Pay Cycle start date (Must match Xero Pay calendar date cycle)
  6. Select Xero as your Export type
  7. Check the 'Do you want to schedule automatic importing?' option
  8. Select your Import frequency (Hourly/Daily/Manual)
    • Hourly - Imports every hour on the hour (8am, 9am, 10am etc)
      Only recommended if onboarding and offboarding employees occurs multiple times a day
    • Daily - Imports once daily at a specified time
      Recommended if       employees are onboarded/offboarded daily.
    • Manual - Only imports when manually triggered
      This option is highly recommended as it provides seamless control from when an employee is onboarded into Xero, then actioning the import into BundyPlus is instant.      XeroPayrunCreation.png
  9. Click Next
  10. Click Next (No pre-existing employees to add)
  11. Click Save
  12. You will now be redirected to the Settings > Payrun Screen
  13. On this screen, click on the 'Import now' button
    This will now import employees and pay items from Xero

From here you will need to create and assign each employee with a work rule. See guides below:

FAQ's

  • How do i know BundyPlus Live is a Connected App?
    There are two ways to view this,
    1. In BundyPlus Live, Go to Settings > Xero Integration and you will be able to see your connection details on the left side. See below:
      ConfirmOrganisation.png
    2. In Xero, Go to your Organisation settings > Click Connected Apps > BundyPlus Live will be on the list
  • Will i see my employee clockings in Xero?
    No, Bundyplus Live only exports payable hours into their respective employee timesheets for final approval.
  • How does BundyPlus Live know what to pay employees?
    BundyPlus solely assigns payable hours via work rules that are preconfigured by Payroll admin/Supervisors or managers. Payable hours still need to be reviewed/approved before exporting to Xero.
  • How do i disconnect BundyPlus Live?
    You can disconnect this integration on both BundyPlus Live and Xero
    1. In BundyPlus Live, Go to Settings > Integrations > Xero > Click on Disconnect from Xero
    2. In Xero,  Click the organisation name > select Settings > Click Connected Apps > Click on the Disconnect button to the right of 'BundyPlus Live'

 

 

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